Pension Plan Audits

At Davis Martindale, we pride ourselves in providing a common sense approach to pension plan audits. Pension plan audits are a priority for our team. We ensure that each audit is appropriately planned and staffed on a timely basis.

We make three key commitments to our clients when working on pension plan audits:

  • Timely completion of the pension plan audit – We work with you to set a deadline well in advance of the Financial Services Commission of Ontario deadline. Extensions are not acceptable!
  • Minimal disruption to ongoing operations – We recognize that the work required for a pension plan audit is in addition to an already full workload.
  • Cost effective audits – With our focus on pension plans, we are able to complete them in a cost effective manner.
Many pension plans have historically been audited by the sponsor’s corporate auditors.. We have developed our Pension Plan Group, as we recognize that there is a need for an alternative service provider.

Leadership

Ryan Gibbons Pension Plan Audits

Rick Santos - Pension Plan Audits

CPA, CA, LPA

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CPA, CA, LPA, CBV, CFP

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